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David William Ranney

Rebalance LLC

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About David William Ranney

David Ranney is an investment advisor representative with Rebalance LLC. David has been working in the financial industry since 1998. David has Series 6, 7, and 63 licenses as well as a Series 65 license. David's firm Rebalance LLC provides advisory services to individuals and families, as well as pension plans and charitable organizations.

Firm Information

David Ranney is currently registered with Rebalance LLC. Rebalance LLC is a registered investment advisor headquartered in Palo Alto, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage over $1.3 billion in assets for over 1600 accounts.
Rebalance LLC

420 FLORENCE ST

PALO ALTO, CA 94301

$1.31B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Ranney’s Registration & Firm History

CA

05/09/2023 - Present

Rebalance LLC (PALO ALTO CA)

KY

03/11/2008 - 08/08/2019

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

MA

01/01/1999 - 03/11/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

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Licenses & Designations

IA

Issued 05/09/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/28/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Ranney.
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